Intuit Streamlines Major Acquisition with Cloud FastPath

Intuit Consolidates Google Drive Domains by Migrating Users, Content, Versions, Comments, and More With Cloud FastPath

While many people assume that cloud migration is a singular process that meets a singular need–moving from one storage platform to another–cloud migration is a dynamic and multi-faceted solution that can be used in many different ways, such as helping organizations expand and evolve with their storage needs. While many businesses do use cloud migration to move their files between disparate platforms, others use migration as a way to consolidate new users, and create storage consistency in the wake of changing regulatory requirements, or a new acquisition.

Say, one company purchases another: these companies might both use the same storage platform, but, in order to fully ensure the success of the acquisition, files from one domain must be migrated to another, within the same solution. Consolidating content under one domain enables IT to have control over configuration, security, and allows for frictionless collaboration between users. In these situations, you’re facing two major challenges: effectively integrating the permissions, metadata, versions of multiple vital documents, and platform-specific functionality; and maintaining your own permissions, ensuring that your organizational data is current, secure, and properly structured, especially in regards to the deluge of new files from a recently acquired business.

Take Intuit, for example!

Intuit’s Google Drive-to-Google Drive Migration

Intuit has been using Google Drive as its enterprise cloud collaboration solution for a while. After acquiring a new company called TSheets, this organization found itself tasked with integrating hundreds of new user accounts into their pre-existing Google Drive tenant. TSheets had also employed Google Drive as its primary cloud storage solution, but this didn’t necessarily mean an easy migration.

Intuit found itself with two distinct options: move the entire TSheets domain into their own Gsuite domain, or move the files and users based in Google Drive. Based on the needs of this specific acquisition-effectively integrating pre-existing accounts into Intuit’s established file structure along with permissions, sharing, comments and versions-the Intuit IT team realized that it couldn’t just migrate an entire domain. Doing so would create two disparate environments which, while maintaining the permissions of users in each organization, would ultimately prevent effective collaboration between Intuit and former-TSheets users on future projects. As such, an automated migration of Google Drive content alone was the best option, allowing Intuit to structure file and permission movement as best suited all users and the organization as a whole.

This approach would facilitate greater consistency and a more organic integration of pre-existing users into the Intuit file structure. Migration was a no-brainer!

Opting to take this route, Intuit would have to pay especially close attention to the content being migrated, as laid out in their established goals. Communicating with end users from TSheets, it was clear that comments on individual documents were essential, and had to be migrated carefully. This meant migrating not just the content of the comments, but their context. When were they made? By who were they made? To ensure that former TSheets users could keep up the same level of collaboration on ongoing projects following the migration, this context was invaluable.

As such (and knowing that other solutions, such as transferring domains, might ultimately make a mess of sensitive information, necessary to effective collaboration), Intuit worked to build a comprehensive strategy comprised of three major goals that would ensure the integrity and security of important files and data during migration:

  • 1) All documents and data from this company must be successfully migrated to Intuit’s Google Drive account;
  • 2) All permissions and sharing must be successfully migrated, so that pre-established collaborative projects are not disrupted by this migration, nor are any users suddenly denied access to necessary files;
  • 3) The pre-existing commenting structure must be preserved, as commenting on collaborative documents has been vital to the context and workflow of many files.

Intuit was concerned not just with the process of acquiring this company, but with synthesizing the files and data into its own structure, in a way that would neither hobble Intuit’s projects, nor completely disrupt the projects acquired users were developing.

Why Cloud FastPath

For Intuit, the benefits of selecting Cloud FastPath as their migration solution were immediately apparent:

  • Cloud FastPath was the only solution which could meet the specific requirements;
  • Cloud FastPath’s pre-migration planning helped Intuit structure the migration into manageable segments, and plan cutovers;
  • Cloud FastPath’s direct cloud-to-cloud migration infrastructure meant that Intuit could migrate many users at once, all while monitoring via the central dashboard.
  • ineffective – with no ability to backup individual Box user accounts or sync deletions from the Box user accounts to the on-premises backup server

With Cloud FastPath, Intuit received a comprehensive and efficient migration tool that allowed them extensive oversight, throughout the migration process. Rather than just hope for the best on a crucial and sensitive migration, Intuit was able to carefully monitor the users and files being moved, and build a detailed plan beforehand to ensure maximum success.

Cloud Migration is Multi-Use

The challenge faced by Intuit demonstrates the multi-faceted applications of cloud migration. While many organizations do use it to move data from on-premises storage to the cloud, or from one cloud platform to another, its usefulness is far from limited to those scenarios. Businesses are constantly changing: growing, evolving, expanding, and restructuring. Content migration is often the perfect solution to help an organization navigate these changes successfully and securely, maintaining consistency of storage, security, and collaboration during such a complicated process of acquiring a new company and integrating that company into the data structure of one’s own organization.

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employeesIntuit is a leading provider of financial management software for organizations, accountants, and individuals. Their products include Mint, TurboTax, ProConnect, and QuickBooks. Their software is designed to help organizations big and small with asset management and tax preparation, and their TurboTax software is one of the most popular tools on the market for both businesses and individuals looking to simplify the process of tax filing. Founded in 1983 and headquartered in Mountain View, California, Intuit is an industry pioneer, and has been for 35 years.